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April 18, 2018

Thomson Reuters Lipper U.S. Mutual Funds & ETPs Q1 2018 Snapshot

by Tom Roseen.

In this issue of Lipper’s U.S. Mutual Funds and Exchange-Traded Products Snapshot, we feature a summary of total net assets, estimated net flows, new fund creations, and fund liquidations for conventional funds and ETPs for Q1 2018, comparing the changes to those of prior quarters and highlighting the largest individual gainers and losers of both groups. The Snapshot provides readers a powerful, easy-to-use guide and quick-reference tool to help them discern fund trends during the quarter.

Highlights:

  • Total net assets (TNA) for the conventional funds business declined 0.19% for Q1, falling $34.6 billion from Q4 2017 to $18.6 trillion for Q1 2018.
  • TNA for U.S. exchange-traded products (ETPs) rose 0.31% from $3.437 trillion for Q4 2017 to a little over $3.448 trillion for Q1.
  • For Q1 actively managed funds, excluding money market funds, handed back a net $8.6 billion, while their passively managed counterparts took in $106.9 billion.
  • Developed international market funds witnessed the largest absolute increase in TNAs (+$27.4 billion) for the quarter of all the conventional fund macro-groups in the universe.
  • Emerging markets ETPs experienced the largest absolute growth in TNA, rising $17.0 billion for the quarter, of all the ETP macro-groups in the universe.

Click here or on the Download Full Report link in the upper right hand column of this page to download the entire FundIndustry Insight Report: Lipper U.S. Mutual Funds & ETPs Q1 2018 Snapshot.

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